Roles
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One work order, three points of view
Role determines terminology and controls, not the underlying data. A Job and a Project can be the exact same work order.
Technician
Works the Job
- Sees assigned Jobs on a day-by-day calendar
- Accepts or rejects work, logs notes and photos
- Captures customer signature and completes sign-off
Contractor
Manages the Project
- Same work order, labeled as a Project
- Adds purchase orders and invoice line items
- Reviews sign-off; no field-only controls
Admin
Oversees everything
- Full visibility across technicians and contractors
- Approves purchase orders and pricing
- Reporting across every project and job
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